💡 How to download Equity awards report to your computer?
1️⃣ Go to the Cap table
2️⃣ Click on button Export, then Export equity awards
3️⃣This downloads an Excel file listing your equity awards.
Each row of this file details an equity grant operation. Here is how to read information in each column.
- Year → Year when the security was granted.
- Grant date → Date when security was granted.
- Name → Name of the security holder.
- Email → e-mail address of the security holder.
- Security → Security name, as you defined it within Equify.
- Type → Security type. Examples: warrant, free share...
- Pool → Pool that has been decremented by the grant.
- Granted quantity → Quantity granted to the holder, as initially specified in the equity awards plan.
- Current granted quantity → Quantity granted to the holder, adjusted post subdivision, if any.
- Ratio → Number of shares entitled by each granted security. This is known within Equify as conversion ratio.
- Exercise price → Price to pay for exercising a security, as initially defined in the equity awards plan.
- Current exercise price → Exercise price, adjusted post subdivision, if any.
- Start date → Vesting start date.
- Full vesting date → Date when all securities will be vested.
- Expiration date → Latest date to exercise granted securities.
- Vested → Count of vested securities to date.
- Exercised → Count of exercised securities to date.
- Exercisable → Count of exercisables securities to date. For most equity plans, this corresponds to all vested securities that have not been lost nor exercised yet.
- Lost → Count of vested securities that have not been exercised and cannot be exercised anymore.
- Under vesting → Quantity not vested yet
- Outstanding → Exercisable quantity plus quantity under vesting.
- Corresponding shares → Outstanding multiplied by conversion ratio.